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Portfolio (Quarterly) Guide ↗

JB Capital LLC

· CIK 0001879371
13F Portfolio $2.5B AUM 259 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 110 Added 86 Reduced 20 Exited
Page 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWD ISHARES TR 1,582.0 $338K 0.01% +33.0 +2.1% $213.61 +11.6%
102 MS MORGAN STANLEY Financial Services 1,937.0 $319K 0.01% +47.0 +2.5% $164.55 +22.6%
103 SOUN SOUNDHOUND AI INC Technology 45,309.0 $311K 0.01% +19K +74.9% $6.87 +18.3%
104 BA BOEING CO Industrials 1,548.0 $308K 0.01% +273.0 +21.4% $199.07 +10.0%
105 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 26,046.0 $287K 0.01% +160.0 +0.6% $11.02 -0.1%
106 SIRI SIRIUSXM HOLDINGS INC Communication Services 11,869.0 $274K 0.01% +158.0 +1.4% $23.08 +28.4%
107 IWM ISHARES TR 1,015.0 $252K 0.01% +50.0 +5.2% $247.93 +17.2%
108 LIN LINDE PLC Basic Materials 481.0 $239K 0.01% +4.0 +0.8% $495.98 +3.8%
109 HR HEALTHCARE RLTY TR Real Estate 10,732.0 $182K 0.01% +104.0 +1.0% $16.99 +21.0%
110 SACH SACHEM CAP CORP Real Estate 13,330.0 $13K 0.00% +647.0 +5.1% $1.01 +18.8%
Page 6 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 17.0%
Healthcare 12.0%
Industrials 11.5%
Consumer Defensive 10.8%
Consumer Cyclical 5.0%
Communication Services 4.5%
Real Estate 4.3%
Energy 3.1%
Basic Materials 0.7%